Running a Transaction List Report

1. Tap More at the bottom of the screen once you log in.

2. Tap Reports.

3. Tap Transaction List.

4. Tap the Filter icon at the top-right of the screen on the Transaction List page to select the filters you want to apply to the report. This allows you to narrow the list to the specific transactions you want to see.

Tap on the Date field to select a Date Range. This allows you to see transactions that were processed during the dates you select.

Tap GO when you're finished selecting the filters you want to apply.

5. You can see the total amount that was earned during the date range you selected. You can also view the rest of the transactions on the list.

6. To refund a transaction or get a copy of the receipt, find the transaction on the list. Select it. Then swipe to the right on the screen.

Hi Lynn. To see future service sales, you can access this from the Dashboard report. I would recommend running a Trends report or a Sales Breakdown report once you access the Dashboard. There's a filter where you can filter it by a specific service provider or employee.